Portfolio Strategy & Client Engagement Lead

LE010 Manning & Napier Advisors, LLC; New York (NY); On-site; USD 115,000 - 125,000; Full time

Benefits offered by this job

Health, dental & vision insurance

Employer HSA contribution

401k employer match

Paid volunteer days

Gym reimbursement

Job summary

LE010 Manning & Napier Advisors, LLC seeks a Portfolio Strategist to represent the firm's investment strategies to clients and prospects. This role involves working closely with sales professionals and requires 7+ years of investment management experience. The ideal candidate will excel in communication, provide analytical insights, and have a strong understanding of investment markets.

Key responsibilities include meeting clients, participating in presentations, and maintaining marketing materials. The position offers competitive compensation with an expected base salary of $115-125k, in addition to incentives and a range of benefits.

Qualifications

• 7+ years of investment-related experience in the investment management industry.
• Confidence and presence in client sales/service settings.
• Exhibits the ability to work in a team-oriented environment.

Responsibilities

• Meet with clients and prospects across multiple sales channels.
• Facilitate and participate in due diligence meetings.
• Responsible for creating and maintaining strategy-related marketing materials.

Skills

Excellent presentation and communication skills

Strong analytical ability and knowledge of investment markets

Ability to train and mentor junior team members

Education

CFA and/or MBA

CAIA or prior Alternatives Strategy experience

Job description

LE010 Manning & Napier Advisors, LLC seeks a Portfolio Strategist to represent the firm's investment strategies to clients and prospects. This role involves working closely with sales professionals and requires 7+ years of investment management experience. The ideal candidate will excel in communication, provide analytical insights, and have a strong understanding of investment markets.

Key responsibilities include meeting clients, participating in presentations, and maintaining marketing materials. The position offers competitive compensation with an expected base salary of $115-125k, in addition to incentives and a range of benefits.